Creative One Wealth, LLC Innovator U.S. Equity Buffer E Transaction History

Creative One Wealth, LLC

$3 Billion
Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Creative One Wealth, LLC holds 7,686 shares of BOCT stock, worth $332,803. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,686

Holding current value

$332,803

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$42.04 - $44.04 $323,119 - $338,491	7,686 New	7,686 $332,000

Others Institutions Holding BOCT

# of Institutions

106

Shares Held

4.25M

Call Options Held

Put Options Held

Trustcore Financial Services, LLC

597K
Shares

$25.9 Million
1.69% of portfolio
Brookstone Capital Management

483K
Shares

$20.9 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

352K
Shares

$15.2 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$14.1 Million
0.02% of portfolio
Integral Investment Advisors, Inc.

259K
Shares

$11.2 Million
3.03% of portfolio

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About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
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Creative One Wealth, LLC Innovator U.S. Equity Buffer E Transaction History